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WEBINARS


INTEGRATING FINANCIAL METRICS WITH TECH PORTFOLIO MANAGEMENT: AN INTRODUCTION

Wednesday 03/13/2024 1:00 pm EDT

This webinar delves into the art and science of aligning an organization's
technological initiatives with its financial goals. We will explore how Lean
Portfolio Management (LPM) serves as a critical framework for this integration,
ensuring that IT investments and activities are not only technologically sound
but also financially viable and strategically aligned.

We'll discuss the dynamics of financial and IT collaboration, examining how
modern tooling, strategic planning, and agile methodologies can be harmonized to
create a cohesive, value-driven approach. From establishing shared metrics and
dynamic investment reviews to leveraging predictive analytics for budgeting and
capacity planning, this session provides an overview for professionals looking
to blend financial acumen with technological expertise. We will focus on:

 * The Fundamentals of LPM: Gain insights into how Lean Portfolio Management can
   be used as a framework for aligning IT projects with financial objectives,
   ensuring that technology investments contribute to overall business value.

 * An Introduction to Integrating Financial and IT Data: Explore strategies for
   integrating real-time financial data with agile IT management, enhancing
   decision-making and financial transparency in technology projects.

 * Incremental Funding and Dynamic Budgeting: An introduction to agile budgeting
   and funding models that adapt to the evolving nature of technology projects,
   ensuring that financial resources are allocated efficiently and effectively.

 * Create Shared Metrics for IT and Finance: Discover how to develop and utilize
   shared performance metrics that resonate with both finance and IT
   departments, facilitating a common language for measuring success and ROI.

This webinar is designed to provide attendees with practical insights and
actionable strategies for bridging the often-siloed worlds of finance and IT.
Whether you're a CFO looking to understand the nuances of technology investments
or an IT leader aiming to align your projects with financial goals, this session
will get you started with the concepts to foster a more collaborative and
effective approach within your organization.

 

Earn 1 PDU/CDU credit when you attend live, good towards any of the following:

 * PDU (PMI)

 * SEU (Scrum Alliance)

 * CDU (IIBA)

 * CDU People Cert (aka ITIL)

--------------------------------------------------------------------------------


PRESENTED BY:

Chris Knotts, Principal Consultant, Technology Transformation Strategies LLC

Chris is an experienced leader in enterprise technology with over two decades in
training, coaching, and emergent technology enablement, particularly in project
management. He excels in creating transformative technology training programs
focused on software development, data environments, and agile methodologies. His
expertise encompasses enterprise software engineering, advanced analytics, data
engineering, and the application of AI and machine learning in business. Chris
combines design thinking and lean technology management to innovate in product
development and operational strategies, impacting various sectors such as
government, education, and multinational corporations.

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